Home > SunTrust Bank > Fiduciary and Related Services
SunTrust Bank, Fiduciary and Related Services
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,046,000 | 26 |
| Number of Managed Accounts | $21,459,000 | 15 |
| Number of Non-Managed Accounts | $3,587,000 | 27 |
| Total fiduciary and related assets | $74,386,254,000 | 22 |
| Managed Assets ($) | $45,331,814,000 | 16 |
| Non-managed Assets ($) | $29,054,440,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,843,000 | 14 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,503,000 | 26 |
| Number of Managed Accounts | $21,851,000 | 15 |
| Number of Non-Managed Accounts | $3,652,000 | 28 |
| Total fiduciary and related assets | $73,489,786,000 | 19 |
| Managed Assets ($) | $45,565,904,000 | 14 |
| Non-managed Assets ($) | $27,923,882,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,650,000 | 14 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,758,000 | 25 |
| Number of Managed Accounts | $22,104,000 | 15 |
| Number of Non-Managed Accounts | $3,654,000 | 28 |
| Total fiduciary and related assets | $73,521,513,000 | 18 |
| Managed Assets ($) | $45,850,383,000 | 14 |
| Non-managed Assets ($) | $27,671,130,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,117,000 | 13 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,785,000 | 24 |
| Number of Managed Accounts | $22,137,000 | 16 |
| Number of Non-Managed Accounts | $3,648,000 | 29 |
| Total fiduciary and related assets | $68,901,954,000 | 18 |
| Managed Assets ($) | $42,682,088,000 | 14 |
| Non-managed Assets ($) | $26,219,866,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,231,000 | 13 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,778,000 | 24 |
| Number of Managed Accounts | $22,254,000 | 15 |
| Number of Non-Managed Accounts | $3,524,000 | 27 |
| Total fiduciary and related assets | $72,358,140,000 | 19 |
| Managed Assets ($) | $45,401,627,000 | 14 |
| Non-managed Assets ($) | $26,956,513,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,454,000 | 13 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,453,000 | 23 |
| Number of Managed Accounts | $21,962,000 | 13 |
| Number of Non-Managed Accounts | $3,491,000 | 28 |
| Total fiduciary and related assets | $73,694,781,000 | 19 |
| Managed Assets ($) | $43,508,306,000 | 14 |
| Non-managed Assets ($) | $30,186,475,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,816,000 | 13 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $25,240,000 | 24 |
| Number of Managed Accounts | $21,921,000 | 14 |
| Number of Non-Managed Accounts | $3,319,000 | 31 |
| Total fiduciary and related assets | $70,784,658,000 | 19 |
| Managed Assets ($) | $43,213,316,000 | 14 |
| Non-managed Assets ($) | $27,571,342,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,036,000 | 13 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $23,124,000 | 25 |
| Number of Managed Accounts | $19,103,000 | 16 |
| Number of Non-Managed Accounts | $4,021,000 | 27 |
| Total fiduciary and related assets | $67,421,014,000 | 20 |
| Managed Assets ($) | $38,904,744,000 | 14 |
| Non-managed Assets ($) | $28,516,270,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,017,000 | 15 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $22,980,000 | 25 |
| Number of Managed Accounts | $19,068,000 | 15 |
| Number of Non-Managed Accounts | $3,912,000 | 26 |
| Total fiduciary and related assets | $65,774,242,000 | 20 |
| Managed Assets ($) | $37,854,007,000 | 14 |
| Non-managed Assets ($) | $27,920,235,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,579,000 | 15 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $23,223,000 | 25 |
| Number of Managed Accounts | $19,136,000 | 15 |
| Number of Non-Managed Accounts | $4,087,000 | 26 |
| Total fiduciary and related assets | $64,213,636,000 | 20 |
| Managed Assets ($) | $37,242,551,000 | 14 |
| Non-managed Assets ($) | $26,971,085,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,920,000 | 16 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $23,332,000 | 25 |
| Number of Managed Accounts | $19,435,000 | 15 |
| Number of Non-Managed Accounts | $3,897,000 | 26 |
| Total fiduciary and related assets | $63,459,040,000 | 20 |
| Managed Assets ($) | $36,817,454,000 | 14 |
| Non-managed Assets ($) | $26,641,586,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,405,000 | 15 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $23,437,000 | 26 |
| Number of Managed Accounts | $19,451,000 | 15 |
| Number of Non-Managed Accounts | $3,986,000 | 28 |
| Total fiduciary and related assets | $62,322,899,000 | 19 |
| Managed Assets ($) | $35,942,363,000 | 14 |
| Non-managed Assets ($) | $26,380,536,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,012,000 | 16 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $23,652,000 | 26 |
| Number of Managed Accounts | $19,765,000 | 15 |
| Number of Non-Managed Accounts | $3,887,000 | 27 |
| Total fiduciary and related assets | $64,228,074,000 | 18 |
| Managed Assets ($) | $36,360,725,000 | 14 |
| Non-managed Assets ($) | $27,867,349,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,165,000 | 15 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $24,340,000 | 26 |
| Number of Managed Accounts | $20,412,000 | 15 |
| Number of Non-Managed Accounts | $3,928,000 | 26 |
| Total fiduciary and related assets | $61,204,126,000 | 18 |
| Managed Assets ($) | $36,045,119,000 | 13 |
| Non-managed Assets ($) | $25,159,007,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,949,000 | 16 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $24,564,000 | 25 |
| Number of Managed Accounts | $20,540,000 | 15 |
| Number of Non-Managed Accounts | $4,024,000 | 26 |
| Total fiduciary and related assets | $61,034,539,000 | 18 |
| Managed Assets ($) | $36,020,496,000 | 13 |
| Non-managed Assets ($) | $25,014,043,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,711,000 | 15 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $24,568,000 | 24 |
| Number of Managed Accounts | $20,599,000 | 15 |
| Number of Non-Managed Accounts | $3,969,000 | 28 |
| Total fiduciary and related assets | $60,270,354,000 | 18 |
| Managed Assets ($) | $36,816,560,000 | 12 |
| Non-managed Assets ($) | $23,453,794,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,574,000 | 15 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $24,846,000 | 24 |
| Number of Managed Accounts | $20,879,000 | 15 |
| Number of Non-Managed Accounts | $3,967,000 | 26 |
| Total fiduciary and related assets | $58,499,844,000 | 18 |
| Managed Assets ($) | $35,619,798,000 | 11 |
| Non-managed Assets ($) | $22,880,046,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,251,000 | 15 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,877,000 | 22 |
| Number of Managed Accounts | $21,789,000 | 16 |
| Number of Non-Managed Accounts | $5,088,000 | 21 |
| Total fiduciary and related assets | $61,890,104,000 | 18 |
| Managed Assets ($) | $37,284,389,000 | 11 |
| Non-managed Assets ($) | $24,605,715,000 | 19 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,454,000 | 15 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,946,000 | 22 |
| Number of Managed Accounts | $21,978,000 | 14 |
| Number of Non-Managed Accounts | $4,968,000 | 24 |
| Total fiduciary and related assets | $63,142,907,000 | 19 |
| Managed Assets ($) | $37,864,629,000 | 11 |
| Non-managed Assets ($) | $25,278,278,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,454,000 | 15 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,984,000 | 23 |
| Number of Managed Accounts | $21,928,000 | 14 |
| Number of Non-Managed Accounts | $5,056,000 | 27 |
| Total fiduciary and related assets | $63,567,298,000 | 18 |
| Managed Assets ($) | $38,192,645,000 | 11 |
| Non-managed Assets ($) | $25,374,653,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,457,000 | 16 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,877,000 | 25 |
| Number of Managed Accounts | $21,901,000 | 14 |
| Number of Non-Managed Accounts | $4,976,000 | 27 |
| Total fiduciary and related assets | $62,321,885,000 | 18 |
| Managed Assets ($) | $38,225,354,000 | 11 |
| Non-managed Assets ($) | $24,096,531,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,404,000 | 16 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,089,000 | 25 |
| Number of Managed Accounts | $21,959,000 | 14 |
| Number of Non-Managed Accounts | $5,130,000 | 27 |
| Total fiduciary and related assets | $63,946,741,000 | 18 |
| Managed Assets ($) | $39,848,529,000 | 11 |
| Non-managed Assets ($) | $24,098,212,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,677,000 | 16 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,147,000 | 26 |
| Number of Managed Accounts | $21,987,000 | 14 |
| Number of Non-Managed Accounts | $5,160,000 | 28 |
| Total fiduciary and related assets | $63,897,038,000 | 19 |
| Managed Assets ($) | $40,012,927,000 | 13 |
| Non-managed Assets ($) | $23,884,111,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,446,000 | 16 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,363,000 | 24 |
| Number of Managed Accounts | $21,985,000 | 14 |
| Number of Non-Managed Accounts | $5,378,000 | 27 |
| Total fiduciary and related assets | $62,836,463,000 | 19 |
| Managed Assets ($) | $38,929,285,000 | 13 |
| Non-managed Assets ($) | $23,907,178,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,225,000 | 15 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,768,000 | 24 |
| Number of Managed Accounts | $22,490,000 | 15 |
| Number of Non-Managed Accounts | $5,278,000 | 26 |
| Total fiduciary and related assets | $60,901,470,000 | 19 |
| Managed Assets ($) | $38,004,005,000 | 15 |
| Non-managed Assets ($) | $22,897,465,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,338,000 | 15 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,153,000 | 24 |
| Number of Managed Accounts | $22,748,000 | 12 |
| Number of Non-Managed Accounts | $5,405,000 | 27 |
| Total fiduciary and related assets | $59,499,606,000 | 19 |
| Managed Assets ($) | $37,749,144,000 | 14 |
| Non-managed Assets ($) | $21,750,462,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,354,000 | 16 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,545,000 | 24 |
| Number of Managed Accounts | $23,072,000 | 11 |
| Number of Non-Managed Accounts | $5,473,000 | 27 |
| Total fiduciary and related assets | $60,228,166,000 | 19 |
| Managed Assets ($) | $41,325,588,000 | 14 |
| Non-managed Assets ($) | $18,902,578,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,538,000 | 16 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,550,000 | 21 |
| Number of Managed Accounts | $23,288,000 | 10 |
| Number of Non-Managed Accounts | $6,262,000 | 27 |
| Total fiduciary and related assets | $58,518,360,000 | 19 |
| Managed Assets ($) | $39,651,986,000 | 14 |
| Non-managed Assets ($) | $18,866,374,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,730,000 | 14 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,581,000 | 20 |
| Number of Managed Accounts | $23,326,000 | 9 |
| Number of Non-Managed Accounts | $7,255,000 | 24 |
| Total fiduciary and related assets | $59,618,780,000 | 19 |
| Managed Assets ($) | $40,957,058,000 | 14 |
| Non-managed Assets ($) | $18,661,722,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,358,000 | 14 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,751,000 | 20 |
| Number of Managed Accounts | $23,584,000 | 9 |
| Number of Non-Managed Accounts | $7,167,000 | 25 |
| Total fiduciary and related assets | $58,165,203,000 | 18 |
| Managed Assets ($) | $40,187,164,000 | 14 |
| Non-managed Assets ($) | $17,978,039,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,060,000 | 13 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,769,000 | 20 |
| Number of Managed Accounts | $24,083,000 | 10 |
| Number of Non-Managed Accounts | $6,686,000 | 28 |
| Total fiduciary and related assets | $60,074,895,000 | 17 |
| Managed Assets ($) | $41,952,138,000 | 14 |
| Non-managed Assets ($) | $18,122,757,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,226,000 | 13 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $31,506,000 | 19 |
| Number of Managed Accounts | $24,542,000 | 9 |
| Number of Non-Managed Accounts | $6,964,000 | 26 |
| Total fiduciary and related assets | $59,296,732,000 | 17 |
| Managed Assets ($) | $39,926,827,000 | 13 |
| Non-managed Assets ($) | $19,369,905,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $292,340,000 | 13 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,680,000 | 22 |
| Number of Managed Accounts | $24,946,000 | 10 |
| Number of Non-Managed Accounts | $3,734,000 | 31 |
| Total fiduciary and related assets | $55,482,693,000 | 17 |
| Managed Assets ($) | $38,964,221,000 | 14 |
| Non-managed Assets ($) | $16,518,472,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,254,000 | 13 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,975,000 | 22 |
| Number of Managed Accounts | $25,204,000 | 10 |
| Number of Non-Managed Accounts | $3,771,000 | 32 |
| Total fiduciary and related assets | $60,493,777,000 | 18 |
| Managed Assets ($) | $42,466,949,000 | 14 |
| Non-managed Assets ($) | $18,026,828,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,268,000 | 13 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,863,000 | 21 |
| Number of Managed Accounts | $24,129,000 | 9 |
| Number of Non-Managed Accounts | $3,734,000 | 34 |
| Total fiduciary and related assets | $59,717,729,000 | 18 |
| Managed Assets ($) | $41,477,319,000 | 14 |
| Non-managed Assets ($) | $18,240,410,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,480,000 | 13 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,397,000 | 21 |
| Number of Managed Accounts | $24,546,000 | 9 |
| Number of Non-Managed Accounts | $3,851,000 | 36 |
| Total fiduciary and related assets | $58,954,510,000 | 19 |
| Managed Assets ($) | $41,147,091,000 | 15 |
| Non-managed Assets ($) | $17,807,419,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,574,000 | 14 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,388,000 | 20 |
| Number of Managed Accounts | $24,648,000 | 9 |
| Number of Non-Managed Accounts | $3,740,000 | 35 |
| Total fiduciary and related assets | $57,350,154,000 | 18 |
| Managed Assets ($) | $40,555,829,000 | 15 |
| Non-managed Assets ($) | $16,794,325,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,620,000 | 12 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,801,000 | 19 |
| Number of Managed Accounts | $24,984,000 | 9 |
| Number of Non-Managed Accounts | $3,817,000 | 36 |
| Total fiduciary and related assets | $54,677,574,000 | 18 |
| Managed Assets ($) | $39,136,889,000 | 15 |
| Non-managed Assets ($) | $15,540,685,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,575,000 | 12 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,959,000 | 20 |
| Number of Managed Accounts | $25,144,000 | 9 |
| Number of Non-Managed Accounts | $3,815,000 | 34 |
| Total fiduciary and related assets | $54,033,086,000 | 18 |
| Managed Assets ($) | $37,162,579,000 | 15 |
| Non-managed Assets ($) | $16,870,507,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,324,000 | 13 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,649,000 | 20 |
| Number of Managed Accounts | $25,465,000 | 10 |
| Number of Non-Managed Accounts | $4,184,000 | 38 |
| Total fiduciary and related assets | $52,806,366,000 | 21 |
| Managed Assets ($) | $36,381,570,000 | 15 |
| Non-managed Assets ($) | $16,424,796,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,568,000 | 15 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,223,000 | 24 |
| Number of Managed Accounts | $26,337,000 | 12 |
| Number of Non-Managed Accounts | $3,886,000 | 37 |
| Total fiduciary and related assets | $56,579,184,000 | 20 |
| Managed Assets ($) | $40,636,632,000 | 14 |
| Non-managed Assets ($) | $15,942,552,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,626,000 | 15 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,852,000 | 23 |
| Number of Managed Accounts | $27,086,000 | 12 |
| Number of Non-Managed Accounts | $3,766,000 | 37 |
| Total fiduciary and related assets | $53,773,987,000 | 19 |
| Managed Assets ($) | $39,493,996,000 | 14 |
| Non-managed Assets ($) | $14,279,991,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,772,000 | 14 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $31,619,000 | 21 |
| Number of Managed Accounts | $27,921,000 | 13 |
| Number of Non-Managed Accounts | $3,698,000 | 35 |
| Total fiduciary and related assets | $51,919,239,000 | 20 |
| Managed Assets ($) | $39,264,879,000 | 15 |
| Non-managed Assets ($) | $12,654,360,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,436,000 | 15 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $32,368,000 | 23 |
| Number of Managed Accounts | $28,631,000 | 13 |
| Number of Non-Managed Accounts | $3,737,000 | 40 |
| Total fiduciary and related assets | $54,611,714,000 | 20 |
| Managed Assets ($) | $41,049,107,000 | 14 |
| Non-managed Assets ($) | $13,562,607,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,026,000 | 10 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $32,858,000 | 22 |
| Number of Managed Accounts | $29,231,000 | 12 |
| Number of Non-Managed Accounts | $3,627,000 | 38 |
| Total fiduciary and related assets | $62,132,215,000 | 20 |
| Managed Assets ($) | $46,343,674,000 | 15 |
| Non-managed Assets ($) | $15,788,541,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,415,000 | 11 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $33,833,000 | 21 |
| Number of Managed Accounts | $29,856,000 | 10 |
| Number of Non-Managed Accounts | $3,977,000 | 36 |
| Total fiduciary and related assets | $65,702,257,000 | 22 |
| Managed Assets ($) | $48,703,767,000 | 15 |
| Non-managed Assets ($) | $16,998,490,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,938,000 | 11 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $34,361,000 | 20 |
| Number of Managed Accounts | $30,565,000 | 9 |
| Number of Non-Managed Accounts | $3,796,000 | 36 |
| Total fiduciary and related assets | $67,810,968,000 | 22 |
| Managed Assets ($) | $50,529,300,000 | 11 |
| Non-managed Assets ($) | $17,281,668,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,904,000 | 11 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $34,750,000 | 21 |
| Number of Managed Accounts | $30,977,000 | 9 |
| Number of Non-Managed Accounts | $3,773,000 | 38 |
| Total fiduciary and related assets | $71,686,607,000 | 22 |
| Managed Assets ($) | $52,878,506,000 | 12 |
| Non-managed Assets ($) | $18,808,101,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,969,000 | 11 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $35,311,000 | 21 |
| Number of Managed Accounts | $31,538,000 | 9 |
| Number of Non-Managed Accounts | $3,773,000 | 33 |
| Total fiduciary and related assets | $74,884,692,000 | 21 |
| Managed Assets ($) | $56,148,210,000 | 13 |
| Non-managed Assets ($) | $18,736,482,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,461,000 | 10 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $36,246,000 | 19 |
| Number of Managed Accounts | $32,330,000 | 9 |
| Number of Non-Managed Accounts | $3,916,000 | 34 |
| Total fiduciary and related assets | $75,196,668,000 | 21 |
| Managed Assets ($) | $56,128,473,000 | 12 |
| Non-managed Assets ($) | $19,068,195,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,389,000 | 13 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $37,055,000 | 20 |
| Number of Managed Accounts | $33,060,000 | 9 |
| Number of Non-Managed Accounts | $3,995,000 | 35 |
| Total fiduciary and related assets | $73,192,375,000 | 20 |
| Managed Assets ($) | $54,681,957,000 | 14 |
| Non-managed Assets ($) | $18,510,418,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,605,000 | 13 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $40,218,000 | 18 |
| Number of Managed Accounts | $33,656,000 | 9 |
| Number of Non-Managed Accounts | $6,562,000 | 28 |
| Total fiduciary and related assets | $78,860,057,000 | 20 |
| Managed Assets ($) | $54,962,835,000 | 14 |
| Non-managed Assets ($) | $23,897,222,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,619,000 | 14 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $47,709,000 | 13 |
| Number of Managed Accounts | $34,060,000 | 9 |
| Number of Non-Managed Accounts | $13,649,000 | 19 |
| Total fiduciary and related assets | $91,525,121,000 | 20 |
| Managed Assets ($) | $52,728,048,000 | 14 |
| Non-managed Assets ($) | $38,797,073,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $353,023,000 | 14 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $48,211,000 | 12 |
| Number of Managed Accounts | $34,669,000 | 9 |
| Number of Non-Managed Accounts | $13,542,000 | 20 |
| Total fiduciary and related assets | $93,145,007,000 | 20 |
| Managed Assets ($) | $51,602,194,000 | 14 |
| Non-managed Assets ($) | $41,542,813,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,144,000 | 14 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,218,000 | 12 |
| Number of Managed Accounts | $35,653,000 | 9 |
| Number of Non-Managed Accounts | $13,565,000 | 18 |
| Total fiduciary and related assets | $98,639,618,000 | 19 |
| Managed Assets ($) | $54,242,086,000 | 14 |
| Non-managed Assets ($) | $44,397,532,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,597,000 | 14 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,591,000 | 13 |
| Number of Managed Accounts | $35,919,000 | 9 |
| Number of Non-Managed Accounts | $13,672,000 | 18 |
| Total fiduciary and related assets | $92,831,055,000 | 19 |
| Managed Assets ($) | $53,043,165,000 | 15 |
| Non-managed Assets ($) | $39,787,890,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,354,000 | 12 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,969,000 | 12 |
| Number of Managed Accounts | $35,948,000 | 8 |
| Number of Non-Managed Accounts | $14,021,000 | 19 |
| Total fiduciary and related assets | $90,609,321,000 | 19 |
| Managed Assets ($) | $51,547,612,000 | 16 |
| Non-managed Assets ($) | $39,061,709,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,334,000 | 12 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $50,251,000 | 13 |
| Number of Managed Accounts | $35,965,000 | 8 |
| Number of Non-Managed Accounts | $14,286,000 | 21 |
| Total fiduciary and related assets | $89,273,652,000 | 19 |
| Managed Assets ($) | $51,378,849,000 | 16 |
| Non-managed Assets ($) | $37,894,803,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,386,000 | 11 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $42,460,000 | 17 |
| Number of Managed Accounts | $32,356,000 | 9 |
| Number of Non-Managed Accounts | $10,104,000 | 27 |
| Total fiduciary and related assets | $91,481,540,000 | 20 |
| Managed Assets ($) | $53,342,279,000 | 16 |
| Non-managed Assets ($) | $38,139,261,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,971,000 | 14 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $43,106,000 | 18 |
| Number of Managed Accounts | $32,764,000 | 9 |
| Number of Non-Managed Accounts | $10,342,000 | 28 |
| Total fiduciary and related assets | $91,371,199,000 | 20 |
| Managed Assets ($) | $54,030,138,000 | 16 |
| Non-managed Assets ($) | $37,341,061,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,912,000 | 11 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,220,000 | 18 |
| Number of Managed Accounts | $41,124,000 | 7 |
| Number of Non-Managed Accounts | $4,096,000 | 40 |
| Total fiduciary and related assets | $87,323,107,000 | 19 |
| Managed Assets ($) | $51,714,143,000 | 17 |
| Non-managed Assets ($) | $35,608,964,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,698,000 | 11 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,631,000 | 18 |
| Number of Managed Accounts | $41,427,000 | 7 |
| Number of Non-Managed Accounts | $4,204,000 | 37 |
| Total fiduciary and related assets | $88,292,797,000 | 18 |
| Managed Assets ($) | $51,797,522,000 | 16 |
| Non-managed Assets ($) | $36,495,275,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,473,000 | 11 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,074,000 | 17 |
| Number of Managed Accounts | $41,710,000 | 8 |
| Number of Non-Managed Accounts | $4,364,000 | 37 |
| Total fiduciary and related assets | $91,299,357,000 | 16 |
| Managed Assets ($) | $53,922,013,000 | 15 |
| Non-managed Assets ($) | $37,377,344,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,796,000 | 12 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,793,000 | 16 |
| Number of Managed Accounts | $42,086,000 | 7 |
| Number of Non-Managed Accounts | $4,707,000 | 39 |
| Total fiduciary and related assets | $91,189,762,000 | 17 |
| Managed Assets ($) | $54,831,770,000 | 15 |
| Non-managed Assets ($) | $36,357,992,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,356,000 | 11 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,575,000 | 15 |
| Number of Managed Accounts | $41,834,000 | 6 |
| Number of Non-Managed Accounts | $4,741,000 | 37 |
| Total fiduciary and related assets | $86,689,138,000 | 15 |
| Managed Assets ($) | $52,124,170,000 | 15 |
| Non-managed Assets ($) | $34,564,968,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,623,000 | 11 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $47,276,000 | 18 |
| Number of Managed Accounts | $42,598,000 | 6 |
| Number of Non-Managed Accounts | $4,678,000 | 39 |
| Total fiduciary and related assets | $88,028,313,000 | 16 |
| Managed Assets ($) | $52,082,247,000 | 16 |
| Non-managed Assets ($) | $35,946,066,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $210,474,000 | 12 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $50,127,000 | 16 |
| Number of Managed Accounts | $45,293,000 | 6 |
| Number of Non-Managed Accounts | $4,834,000 | 39 |
| Total fiduciary and related assets | $85,194,661,000 | 16 |
| Managed Assets ($) | $49,486,861,000 | 15 |
| Non-managed Assets ($) | $35,707,800,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,495,000 | 13 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $51,341,000 | 15 |
| Number of Managed Accounts | $45,995,000 | 6 |
| Number of Non-Managed Accounts | $5,346,000 | 37 |
| Total fiduciary and related assets | $88,442,194,000 | 17 |
| Managed Assets ($) | $51,366,162,000 | 14 |
| Non-managed Assets ($) | $37,076,032,000 | 20 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,265,000 | 13 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $55,599,000 | 12 |
| Number of Managed Accounts | $47,805,000 | 6 |
| Number of Non-Managed Accounts | $7,794,000 | 25 |
| Total fiduciary and related assets | $111,292,801,000 | 14 |
| Managed Assets ($) | $55,995,932,000 | 14 |
| Non-managed Assets ($) | $55,296,869,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,637,000 | 12 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $467,125,000 | 12 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $124,755,000 | 32 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $118,493,000 | 33 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $101,588,000 | 36 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $89,095,000 | 34 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $76,405,000 | 34 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $73,645,000 | 31 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $74,585,000 | 30 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $72,130,000 | 27 |